During 2015, the Triodos investment funds experienced overall growth, reflecting an ongoing interest in sustainable investing. The total volume of the funds grew by 19% to EUR 3.1 billion.
The fund with the strongest growth was Triodos Microfinance Fund, which realised a considerable expansion of no less than 32% to EUR 305.0 million. The Triodos SRI Funds (Triodos SICAV l), which invest in listed companies, also experienced a strong growth of 25% to EUR 1,283 million. Triodos Fair Share Fund and Triodos Organic Growth Fund noted an increase in assets under management of 17% and 11% to EUR 297.6 million and EUR 32.6 million, respectively. Triodos Renewables Europe Fund increased its assets under management in 2015 by 3% to EUR 64.6 million.
Marilou van Golstein Brouwers, Chair of the Management Board of Triodos Investment Management: "In light of the UN Sustainable Development Goals and the Paris Climate agreement and an overall increasing awareness of the change we need, more and more people are recognising the catalysing role of money. As a result, they are actively looking for investment solutions that positively contribute to the transition to a fairer and more humane society. We consider this a very positive development, which is not only reflected in the ongoing growth of our assets under management and the diversity of our portfolio, but also in the increasing desire of many people to achieve lasting impact through their investments."
Triodos Green Fund also experienced a marked growth of assets under management of 9% to EUR 676.6 million. The assets under management of Triodos Culture Fund remained stable throughout the year at EUR 97.7 million and Triodos Real Estate Fund experienced a limited decrease in assets under management of 2% to EUR 68.3 million.
In December 2015, Triodos Investment Management launched Triodos Multi Impact Fund. This Triodos ‘fund-of-funds’ invests in Triodos funds, which in turn invest in a broad array of sectors that stimulate the transition to a more sustainable society, such as sustainable trade, inclusive finance, renewable energy, arts & culture, and organic food and agriculture. The fund enables private investors to invest directly in a mix of Triodos investment funds and impact bonds , thus meeting the increasing demand for accessible, scalable and daily tradable investment products with a positive impact. The fund is currently at a fund size of EUR 27.7 million.
Triodos Investment Funds offer investors the opportunity to invest directly in sustainable sectors. These sectors range from microfinance, sustainable energy and organic farming to cultural institutions, sustainable real estate and listed companies with an above-average social and environmental performance. The investment funds are managed by Triodos Investment Management, a wholly-owned subsidiary of Triodos Bank NV.
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